It was a wild week for traders. With the Fed meeting on tap, many traders were caught guessing what the Federal Reserve would do and which way the markets would move. Any time you mix trading with speculation, your risk-o-meter heads higher.
The market knee-jerked higher in reaction to the Fed… then the air came out of the balloon. Stocks dropped almost 3.5% from their Fed-day highs. As well, commodities remained volatile.
But there is always opportunity developing somewhere in the markets. And it’s our job as active investors to find it. Hope you enjoy this week’s edition of “Top Trading Links”.
MARKET INSIGHTS
Chart of the Week: @JLyonsFundMgmt notes on average, stocks are testing the post-2009 uptrend. See his chart visual below:
@ukarlewitz looks at the most recent BAML global asset allocation survey.
The 13 best stocks for value investors via @ModernGraham
The Fed wet blanket has been removed via @AMeshkati
The real story in interest rates has nothing to do with the Fed – @allstarcharts
Key Concept: @LanceRoberts on the role of recessions.
Why owning stocks today is risking dollars to make pennies – @jessefelder
GMO’s quarterly letter is always good for a sobering look at the world.
Less Levered Companies have outperformed in 2015 – @GaveKalCapital
TRADING and INVESTING INSIGHTS
What drives stock mis-pricings? – @alphaarchitect
@AndrewThrasher’s lessons from 2015.
10 ways traders lose money in the markets via @SJosephBurns
continue reading on the next page.
